Foundation News & Commentary

May/June 2002
Vol. 43, No. 3
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Philanthropy Marketplace

Resource Directory

Resource Directory advertising is sold on a yearly basis as a service to Foundation News & Commentary readers. If you would like to list your organization's services in future editions, contact the advertising sales representative, at 301/215-6710 for further details. Advertising in this or any other section of Foundation News & Commentary does not reflect the positions or policies of the magazine or the Council on Foundations.

COMPUTERS

SOFTWARE/GRANTS TRACKING

Bromelkamp Company
612/870-9087
106 East 24th Street,
Minneapolis, MN 55404
Computer consultants; developers of Pearl Integrated Software for Grant Making, Donor Tracking, Fund Accounting, and many other components. Entirely tailored to the needs of each foundation. (See ad, page 15)

CyberGrants, Inc
978/824-0300
Fax: 978/824-0301
Email: info@cybergrants.com
Web site: www.cybergrants.com
Two Dundee Park, Suite 101
Andover, MA 01810
CyberGrants is the first 100% Web-based grants management software solution for all types of foundations and giving programs. With secure grant tracking, reporting, budgeting, correspondence, online applications, matching gifts and more, CyberGrants can be rented right over the Internet (ASP) or installed on your network. (See ad, page 55)

Dyna-Quest Technologies, Inc.
978/443-3073
Fax: 978/443-8634
Email: info@Dyna-Quest.com
Web: www.Dyna-Quest.com
Grant Administrator® is an intuitive & powerful fund accounting & management software program designed for non-profit administrators who track & manage grant awards, sponsored projects, contracts, proposals, clinical trials, & more. Administrators use it for a wide range of account management related activities including expenditure, salary, & income tracking, account reconciliation, audit trail generation, & reporting to the award recipients. Grant Administrator offers numerous advantages over spreadsheets & other cumbersome methods for tracking both internal & external projects & funds.
A free demo program of Grant Administrator can be downloaded from the Dyna-Quest Technologies web site at www.Dyna-Quest.com

The Arlington Group
703/893-9353 (x 17)
Fax: 703/893-9363
E-mail: ijones@arlgroup.com
Web site: www.arlingtongroup.com
The Arlington Group has successfully implemented custom software solutions, addressing a diverse range of needs, for over five years. The Arlington Group develops Web-based grant and fellowship application and management solutions, and interactive Web site solutions. Additional AG solutions include foundation management, program assessment, contact and membership management, workflow management, distance education management, data warehousing, and intranets/internets.

Easygrants.com
703/893-9353
Fax: 703/893-9363
E-mail: lbair@easygrants.com
Web site: www.easygrants.com
Easygrants.com is a comprehensive on-line application system that enables foundations to accept applications via the Web, and works with foundations' existing grants management systems. Foundations are given the ability to create custom applications and set application validation parameters. Easygrants.com has several key features to streamline the grants application process, including application administration, statistics and reporting, and bulk e-mail capability.

MicroEdge, Inc
800/899-0890
Fax: 212/757-1713
Web site: www.microedge.com
Email: info@microedge.com
619 W. 54th Street
New York, NY 10019
MicroEdge, Inc., is the leading provider of software to the grantmaking community worldwide. The Gifts product line is the industry standard for grants management solutions. More than 2,000 organizations have chosen MicroEdge as their technology partner.
GIFTS streamlines all aspects of grants management including: proposal tracking, grant administration, contact management, correspondence production, activity and requirement tracking, budgeting, payments and reporting.
MicroEdge now combines the proven foundation of the GIFTS product line with the power of Internet technology. MyGIFTS and GIFTS Connections provide a platform, which web-enables GIFTS, allowing secure, Web-browser access to a personalized view of grants data.
MicroEdge, Inc. is a wholly owned subsidiary of Advent Software, Inc. (See ad, page 61)

NPO Solutions, Inc
603/224-3400
Fax: 603/228-5718
E-mail: fims@nposolutions.com
Web site: www.nposolutions.com
89 N. State St
Concord, NH 03301
NPO Solutions provides comprehensive information management systems for grant-making institutions. Our modular software suite employs a single, relational database and fully integrates fund accounting; development and fund-raising management; grant and scholarship management; fund and project management; communications, contact and mailing management; report generation; and financial and investment management (general ledger, accounts payable, spending policy, investment pools). NPO also builds completely customized systems, as well as Web-enabled solutions. We serve nearly 300 philanthropic institutions with more than 1,600 users in the United States, Canada, England and Puerto Rico.

PROFESSIONAL SERVICES/CONSULTING

Broadcast Services

West Glen Communications, Inc
800/325-8677 or 212/921-2800
Fax: 212/944-9055
Web site: www.westglen.com
1430 Broadway
New York, NY 10018
A leading producer and distributor of public service announcements, video new releases and satellite media tours for communicating your message through mass media. Services include targeted video distribution programs, custom designed to reach specialized audiences such as schools, churches, community groups and health care workers.

Full Service Consulting

THE RAVETTO GROUP, LLC
Gary M. Ravetto, Principal
William B. Sutton, Principal
334/857-1864
Fax: 334/857-2267
E-mail: gmravetto@eezznet.com
E-mail: wbsutton@eezznet.com

Complete menu of consulting and outsource services for the philanthropic and nonprofit sectors. Some services include strategic and effective grantmaking, needs and program assessment, coalition and capacity building, issues/image marketing and public awareness campaigns, fund development and sustainability strategies, initiative/program development and administration, short term and ongoing organizational management, assist non-profits in meeting funder’s objectives, in-kind brokering, pre-audit review, and meeting planning. Plus, a unique professional mentoring service. We and our pool of associates have spent over twenty years as public policy makers, foundation CEOs and trustees, board members and senior executives of non-profits. We are committed to providing seasoned expertise, at affordable rates, combined with unparalleled client service.

FOUNDATION ADMINISTRATION

Wachovia Charitable Funds Management
David Taylor
800/462-7159
Fax: 336/732-6537
E-mail: david.taylor@wachovia.com
Web site: www.wachovia.com/trust
With a dedicated team in place since 1975, Wachovia's experienced staff can help with all aspects of Charitable Funds Management. Our full range of services are in place to serve both charitable institutions and philanthropically minded individuals, and include gift planning and administration, endowment accounting, investment management and master custody.

GENERAL CONSULTING

BRODY · WEISER · BURNS
203/481-4199
203/481-4199
Fax: 203/481-9536
E-mail: mikeb@brodyweiser.com
Web site: www.brodyweiser.com
250 West Main Street
Branford, CT 06405
Helping complex nonprofits develop strategic and business venture plans. Assisting foundations with structuring and managing program-related investments. Facilitating partnerships between businesses and nonprofits.

The Conservation Company
212/949-0990
Fax: 212/949-1672
E-mail: info@consco.com
Web site: www.consco.com
50 East 42nd Street, 19th Fl.
New York, NY 10017
The Conservation Company is a multidisciplinary firm with a team approach to consulting with nonprofit organizations, philanthropies, corporate citizenship programs and public agencies.

John B. Smith, Principal
Cambridge Consulting

877/906-8020
Fax: 617/864-8021
E-mail: info@cambridgeconsulting.com
33 Fairmont Ave.
Cambridge, MA 02139
A consulting practice offering planning, management and organizational services to foundations and donors. Services include grant administration for foundations and individuals, strategic planning, foundation management, proposal review, and donor advising.

Grant Writers

Tack Grant Writers
800/506-8883
Fax: 718/767-6403
E-mail: AnneTack@worldnet.att.net
160-07 21st Road
Whitestone, NY 11357
Tack Grant Writers has been writing successful grant proposals for the nonprofit world for 12 years. Last year we raised over $100 million for our clients throughout the U.S. We conduct grant research and write proposals to be submitted to foundations or to government agencies. We successfully raise money for small and large nonprofits alike. Call Anne Tack for rates and other information.

Sarah Finnegan, Associate Vice President of Marketing
Lipman Hearne

312/946-1900
Fax: 312/946-1922
E-mail: sfinnegan@lipmanhearne.com
Web site: www.lipmanhearne.com
303 E. Wacker Drive, Suite 1030
Chicago, IL 60601
Lipman Hearne is the nation's largest and most comprehensive marketing and communications firm dedicated to serving the not-for-profit sector. Over the course of 30 years we have helped hundreds of institutions secure resources, mount successful capital campaigns, build membership, sharpen their focus and tell their story to the right audiences at the right time.

The Philanthropic Initiative, Inc. (TPI)
617/338-2590
Fax: 617/338-2591
E-mail: get2us@tpi.org
Web site: www.tpi.org
77 Franklin Street
Boston, MA 02110
TPI is a tax-exempt consulting practice that provides planning, program design, and management services to individual family, corporate and community foundation donors, as well as research and educational programming for the philanthropic field. Since 1989, TPI has helped hundreds of donors develop effective strategies to address the social issues of greatest concern to them.

INVESTMENT MANAGEMENT

IPEX, Inc.
248/548-0770
Fax: 248/548-3177
Web site: www.ipexusa.com
123 S. Main Street, Suite 143
Royal Oak, MI 48067
IPEX, Inc.—Investment Performance Evaluation Xperts—offers a full range of investment consulting services, including asset allocation, investment policy statements, and money manager searches and evaluations. We specialize in the ongoing mentoring and analysis of a foundation's investment portfolio. Clients receive comprehensive quarterly evaluations comprised of customized reports and graphs that are designed to help the foundation make informed decisions and to fulfill their fiduciary responsibilities. IPEX is compensated on a flat fee basis that is unrelated to the market value of the foundation's assets.

Merrill Lynch
David R. Searcy, VP, Sr. Financial Advisor
800/937-0309
Fax: 205/326-9525
420 North 20th Street
Birmingham, AL 35203
Merrill Lynch provides foundations, endowments and non-profit organizations a comprehensive package of consulting services. We will assist clients in developing an investment strategy, find an appropriate team of investment managers to implement their strategy and provide quarterly performance measurement and evaluation reporting.

Prudential Securities, Inc.
Steven J. Szmak, Senior Vice President of Investments
800/842-7754
Fax: 908/284-2188
E-mail: steven_szmak@prusec.com
Prudential Securities, Inc. Managed Assets Consulting Services (MACS) provides foundation and endowments with a prudent investment process. Process begins with identification of risk tolerance, cash flow and investment objective followed by analysis of current position.
A written Investment Policy Statement is developed and followed by an objective manager search. Managers are monitored and performance measurement is provided.

Frank Russell Company
Mr. Louis Rowan
800/426-7969, ext. 5784
Fax: 253/502-2341
E-mail: lrowan@russell.com
909 A Street, Tacoma, WA 98402
Frank Russell Company offers a full range of investment services that combine the best of outside managers with tailored solutions. Over 20 years experience working with endowments, foundations and other nonprofit organizations has helped us to understand the challenges you face in balancing public interest activities with preservation of assets. Our investment program, specifically designed for endowments, foundations and other nonprofits organizations, is rooted in our manager of managers investment process. Call us to learn how Russell's combined consulting, investment and technological expertise can help you achieve your investment goals. (See ad, cover 2)

PRIVATE FAMILY FOUNDATION SERVICES

Foundation Management
310/247-8929
Fax: 310/247-9042
9350 Wilshire Boulevard, Suite 400
Beverly Hills, CA 90212
Foundation Management is a unique consulting firm designed to help your foundation ensure that your goals are not just met, but maximized.

The Legacy Group, Inc.
John L. Stanley
262/789-4160
Fax: 262/789-6999
E-mail: info@philanthropyatwork.com
Web site: www.philanthropyatwork.com
200 South Executive Drive
Brookfield, WI 53005
The Legacy Group serves as private giving advisors for individuals, foundations, and corporations who desire to engage in meaningful philanthropy. With a wide breadth of customized services, Legacy helps philanthropists with the execution of their charitable activities by offering management and/or staffing of private foundations and giving programs as well as confidential gift research for major gifts. Legacy-giving, our online password protected area, provides advisors, donors, or foundation board memebers a convenient, confidential way to communicate with one another and access information about the operation of their private foundation or private giving any time they wish, from any location.



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